ADVISOR BIO

Bruce Howard Treitman is a financial advisor with over 30 years of experience in the financial services industry. Bruce is currently registered with Raymond James & Associates, Inc. and is active in both the Broker-Dealer and Investment Advisor spaces. Bruce also has previous experience with Deutsche Bank Securities Inc., DB Alex. Brown LLC, Lehman Brothers Inc., Smith Barney Inc. and Oppenheimer & Co., Inc..

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ADVISOR BIO

Bruce Young is a registered representative with J.p. Morgan Securities LLC in Irvine, California. Bruce is a financial professional with experience in investment banking and securities. Bruce has successfully passed the Series 79TO, SIE and Series 63 exams.

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ADVISOR BIO

Bruce Lessinger is a financial advisor with over 40 years of experience in the industry. Bruce has been with Oppenheimer & Co. Inc. since 2009, prior to which he worked at UBS Financial Services Inc. and Prudential Securities Incorporated. Bruce holds a Series 7, Series 63, and Series 65 license, as well as the Securities Industry Essentials Examination (SIE). Bruce specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Bruce Edgar Goldstone is a financial advisor with over 50 years of experience in the industry. Bruce is a Registered Representative with Wells Fargo Clearing Services, LLC, having joined the firm in 2016. Bruce is registered with the state of California and has also previously been registered with Bateman Eichler, Hill Richards, Incorporated. Bruce has a wide range of licenses and certifications, including Series 7, 63, 65, 24, and 40. Bruce specializes in providing investment advisory services to individuals and businesses.

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ADVISOR BIO

Bruce Michael Fournier is a financial advisor with Edward Jones. Bruce has been in the financial industry since 2009. Bruce has offices in Mendocino, CA and Palm Desert, CA. He is a registered representative with Edward Jones. He is also registered to provide investment advisory services in Arizona, California, Colorado, Florida, Idaho, Maine, Massachusetts, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Texas, and Washington.

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ADVISOR BIO

Bruce Irwin Meyers is a financial advisor with over 24 years of experience in the industry. Bruce is currently registered with RBC Capital Markets, LLC and holds licenses in a variety of states. Bruce has a strong background in securities and investments, and is committed to providing clients with personalized financial advice. Prior to RBC Capital Markets, Bruce was employed by Sutro & Co. Incorporated. Bruce is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Bruce Alan Williams is a financial advisor with over 20 years of experience in the industry. Bruce Williams is currently registered with LPL Financial LLC, and is licensed in multiple states. Bruce Williams previously worked at Blakeslee and Blakeslee Inc., and is a Certified Financial Planner. Bruce Alan Williams works with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Bruce Williams provides a variety of financial services, including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Bruce Bandemer is a financial advisor with Equitable Advisors, LLC, in Carlsbad, California. Bruce has been in the industry since 1999 and holds a Series 7, Series 66, and SIE. He also holds a CPA license. Bruce is a member of the Carlsbad Rotary Foundation and has extensive experience in the accounting and financial services industries. Equitable Advisors, LLC is a leading provider of financial services with a focus on individual and business financial planning, retirement planning, and investment management.

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ADVISOR BIO

Bruce Gale Erickson is a financial advisor with over 30 years of experience in the industry. Bruce currently works with Merrill Lynch, Pierce, Fenner & Smith Inc. in their Walnut Creek, CA office. Bruce previously worked with SANFORD C. BERNSTEIN & CO., LLC. and SANFORD C. BERNSTEIN & CO., INC. in New York. Bruce has experience working with individuals, high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations and state or municipal government entities.

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ADVISOR BIO

Bruce Allen Kelm is a financial advisor with over 28 years of experience in the financial services industry. Bruce is registered with LPL Financial LLC. Bruce has been a registered representative since 5/8/1992 and has held prior registrations with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Bruce holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Bruce is also a registered investment advisor and has been an investment advisor since 11/8/1999. Bruce has earned designations for being a Financial Advisor Specialist, Retirement Planning Specialist, and Fixed Income Specialist.

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